See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $239,999 |
IFAM CAPITAL4 years Service code 27 · EIN 47-2600132 | Advisory (Plan) | $60,054 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,656 | $58,644-59.7% | $177,989-86.7% | $199,593-88.1% |
| Participation rate | 95.8% | 65.5%+30.3pp | 77.1%+18.7pp | 72.0%+23.8pp |
| Annual return | 15.46% | 19.25%-3.8pp | 294.48%-279.0pp | 34.25%-18.8pp |
| Employer contribution / active EE | $1,649 | $1,801-8.5% | $3,949-58.2% | $3,034-45.7% |
| Participant deferral / active EE | $5,146 | $4,248+21.1% | $6,276-18.0% | $5,087+1.2% |
| Admin fee / account holder | $118 | $145-18.6% | $10,363-98.9% | $269-56.0% |